BISON WEALTH MANAGEMENT, LLC

BISON WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 297943). Regulatory assets under management: $9.7M.

Registration

• CRD: 297943
• Type: Registered investment adviser
• Phone: (919) 610-0567
• Latest filing: 2026-04-14
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297943 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search